ScopeOfWorkTemplate.com

Septic System Installation Scope of Work Template

Download a free septic system installation scope of work template. Covers site evaluation, tank installation, drain field, piping, testing, and permits for septic contractors.

Download Free Template

Septic System Installation Scope of Work Template
Download:

What's Included

Septic system installations involve serious planning — site evaluations, permits, excavation, and inspections at multiple stages. A written scope of work makes sure the homeowner knows what to expect and the contractor has a clear plan to follow. This template covers the major phases of a septic install, from the initial perc test through final inspection. It's written for septic contractors who want a straightforward document without the bureaucratic language. Adjust it for your local requirements, fill in the project details, and you've got a professional scope ready to present.

Project Overview

This scope covers septic system installation including site evaluation, permitting, excavation, tank and drain field installation, piping, and system testing. Applicable to new installations and full system replacements.

Typical Projects Include:

  • New construction septic system
  • Full septic system replacement
  • Drain field replacement or expansion
  • Septic tank replacement
  • System upgrade to meet new regulations
  • Alternative system installation (mound, aerobic, etc.)

Scope of Work

Site Evaluation & Permitting

TaskDescription
Soil / Perc TestConduct soil percolation test to determine drainage rates and suitability for a drain field.
System DesignDesign the septic system (tank size, drain field layout) based on soil conditions, home size, and local requirements.
PermitsSubmit plans and obtain all required septic permits from the local health department.

Installation

TaskDescription
ExcavationExcavate for the septic tank, distribution box, and drain field lines.
Tank InstallationSet the septic tank on a level base. Connect inlet and outlet piping.
Drain FieldInstall drain field piping, gravel bed, and filter fabric per approved design.
Piping ConnectionsConnect the house sewer line to the tank and the tank to the distribution system. Test for leaks.

Testing & Closeout

TaskDescription
System TestFill the tank with water and run the system to verify proper flow and no leaks.
InspectionSchedule and pass health department inspection before backfilling.
Backfill & GradingBackfill all excavations, grade the site for proper drainage away from the system, and restore the yard.

Timeline & Milestones

Typical timeline for a residential septic installation. Permitting and soil testing can add significant time.

PhaseDurationDescription
Site Evaluation & Permits2-6 weeksSoil testing, system design, and permit approval.
Excavation & Installation2-5 daysDig, set tank, install drain field, and connect piping.
Testing & Backfill1-3 daysSystem test, inspection, backfill, and site grading.

Roles & Responsibilities

Property Owner

  • Provide access to the property and clear the work area
  • Mark or identify existing utilities and underground features
  • Approve system design and any scope changes
  • Process payments per the agreed schedule

Septic Contractor

  • Coordinate soil testing and system design
  • Pull all required septic permits
  • Supply and install all materials and equipment
  • Schedule and coordinate health department inspections
  • Backfill, grade, and restore the site after installation

Materials & Equipment

Tank & Distribution

  • Septic tank (concrete, fiberglass, or poly)
  • Distribution box or manifold
  • Risers and access lids
  • Effluent filter

Drain Field

  • Perforated drain pipe
  • Drain field gravel or chambers
  • Filter fabric
  • Distribution piping

Piping & Accessories

  • PVC sewer pipe and fittings
  • Pipe glue and sealant
  • Cleanouts and inspection ports

Quality Control Standards

Health Department Compliance

System designed and installed per local health department regulations.

Proper Slope

All piping installed with correct slope for gravity flow.

Leak-Free System

Tank and all connections tested and verified leak-free before backfilling.

Safety Protocols

Excavation Safety

Follow OSHA trenching requirements. Use shoring or sloping for excavations over 5 feet deep.

Utility Locates

Call 811 or local utility locating service before any excavation. Verify all underground utilities are marked.

Equipment Safety

Use spotters when operating excavators near structures. Maintain safe distances from all personnel.

Project Documentation

  • Signed contract and scope of work
  • Soil / perc test report
  • Approved septic system design
  • Permit and inspection records
  • As-built drawing showing system location
  • Maintenance guidelines for the homeowner

Financial Terms

Payment Structure

Payments tied to milestones — deposit at signing, progress payment after tank is set, final payment after inspection and site restoration.

Terms & Conditions

  • Deposit due at contract signing (typically 25-40%)
  • Progress payment due after tank installation
  • Final payment due after inspection and site restoration
  • Change orders require written approval
  • Payment due within 30 days of invoice

Acceptance Criteria & Sign-Off

The project is considered complete when the following criteria are met:

  • 1Septic tank installed, level, and leak-free
  • 2Drain field installed per approved design
  • 3All piping connected and tested
  • 4Health department inspection passed
  • 5Site backfilled, graded, and restored
  • 6Homeowner has received system maintenance guidelines

Frequently Asked Questions

Ready to Use This Septic System Installation Template?

Fill in your project details and download a professional, customized scope of work PDF in seconds.

Related Templates